Document Processing & Comparison
Compare, validate, and check documents automatically.
Document Compare
Compare policies, quotes, and binders side-by-side to surface meaningful differences.
Outputs
- Coverage and limits changes
- Exclusion and endorsement diffs
- Executive summary
Policy Checking
Validate issued policy against the original submission or quote.
Outputs
- Discrepancy report
- Flagged items for review
- Validation status
Certificate Compliance
Check certificate requirements against underlying policies.
Outputs
- Compliance status
- Gap alerts
- Remediation list
AMS Audit & Data Quality
Find gaps between documents and your AMS, then push validated corrections.
AMS Audit & Write-Back
Compare documents to AMS records and push corrections back automatically.
Outputs
- Audit findings
- Validated updates
- Write-back to Epic & AMS 360
Data Quality Monitoring
Continuous monitoring of data completeness and accuracy.
Outputs
- Quality scores
- Exception alerts
- Trend reports
Duplicate Detection
Identify and merge duplicate records across your systems.
Outputs
- Duplicate report
- Merge suggestions
- Clean-up tracking
Loss Run Intelligence
Extract, analyze, and benchmark loss run data from any carrier format.
Loss Run Extraction
Extract structured data from 250+ carrier loss run formats.
Outputs
- Structured loss data
- Standardized format
- Export-ready files
Loss Analytics
Trending, ratios, and benchmarking across your book.
Outputs
- Loss ratio trends
- Risk scores
- Analytics dashboard
Carrier Comparison
Compare loss experience across carriers for the same account.
Outputs
- Carrier performance charts
- Side-by-side comparison
- Negotiation insights
Commission & Carrier Management
Process statements, identify variances, and track contingencies.
Commission Reconciliation
Process commission statements and identify variances automatically.
Outputs
- Parsed statements
- Variance report
- Reconciliation status
Missing Payment Alerts
Flag expected commissions that haven't been received.
Outputs
- Missing payment list
- Aging report
- Follow-up queue
Contingency Tracking
Track bonus and contingency eligibility by carrier.
Outputs
- Eligibility dashboard
- Progress tracking
- Forecast reports
Proposals & Submissions
Generate proposals, intake submissions, and build market packages.
Proposal Generator
Generate proposal packs from submission and marketing inputs.
Outputs
- Proposal narrative
- Coverage tables
- Export-ready PDF/Doc
Submission Intake
Structured intake and triage for new submissions.
Outputs
- Submission summary
- Routing recommendations
- Missing info checklist
Market Submission Builder
Package submissions for carriers with required formats.
Outputs
- Market-ready submission packs
- Carrier-specific formats
- Supplemental attachments
Renewal Briefs
Auto-generate renewal summaries for upcoming renewals.
Outputs
- Renewal brief document
- Key dates and coverage
- Recommendations
Claims & Benchmarking
Triage claims and benchmark your metrics against peers.
Claims Triage
Intake and categorize claims for efficient handling.
Outputs
- Triage report
- Priority flags
- Routing recommendations
Benchmarking
Compare your metrics to peers and industry standards.
Outputs
- Benchmark report
- Peer comparisons
- Actionable insights